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Disclosery

Stiles Financial Services Inc: EPD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stiles Financial Services Inc on EPD, newest first. How the timeline and the estimate are built.

Stiles Financial Services Inc held 5,653 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,653 shares
    Change vs previous 13F +32 shares

    0.05% of the 13F portfolio, value $207,797.

    13F-HR 0001904832-26-000003 filed by Stiles Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,621 shares
    Change vs previous 13F +5,621 shares

    0.07% of the 13F portfolio, value $212,713.

    13F-HR 0001904832-26-000001 filed by Stiles Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -7,187 shares

    13F-HR 0001667731-25-000944 filed by Stiles Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-03-31
    13F 7,187 shares
    Change vs previous 13F +59 shares

    0.09% of the 13F portfolio, value $245,411.

    13F-HR 0001667731-25-000481 filed by Stiles Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 7,128 shares
    Change vs previous 13F +80 shares

    0.08% of the 13F portfolio, value $223,556.

    13F-HR 0001667731-25-000147 filed by Stiles Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 7,048 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $205,203.

    13F-HR 0001904832-24-000004 filed by Stiles Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).